PFS
MMP

Prospera Financial Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Prospera Financial Services’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23,649
Closed -$1.47M – 1079
2023
Q2 		$1.47M Buy
23,649
+737
+3% +$43K 0.06% 323
2023
Q1 		$1.24M Buy
22,912
+90
+0.4% +$4.77K 0.05% 361
2022
Q4 		$1.15M Buy
22,822
+17,709
+346% +$898K 0.06% 331
2022
Q3 		$243K Buy
5,113
+2,443
+91% +$123K 0.01% 719
2022
Q2 		$127K Sell
2,670
-9,685
-78% -$483K 0.01% 843
2022
Q1 		$607K Buy
12,355
+347
+3% +$16.8K 0.03% 543
2021
Q4 		$558K Buy
12,008
+910
+8% +$43K 0.02% 544
2021
Q3 		$506K Sell
11,098
-380
-3% -$18.1K 0.03% 534
2021
Q2 		$562K Buy
11,478
+1,340
+13% +$65K 0.03% 499
2021
Q1 		$440K Buy
10,138
+1,949
+24% +$85.2K 0.03% 525
2020
Q4 		$348K Buy
8,189
+6,625
+424% +$264K 0.02% 493
2020
Q3 		$53K Sell
1,564
-7,451
-83% -$295K 0.02% 600
2020
Q2 		$334K Sell
9,015
-28,287
-76% -$1.19M 0.03% 415
2020
Q1 		$1.36M Buy
37,302
+3,233
+9% +$174K 0.14% 170
2019
Q4 		$2.14M Sell
34,069
-636
-2% -$39.6K 0.17% 154
2019
Q3 		$2.3M Sell
34,705
-2,072
-6% -$136K 0.24% 87
2019
Q2 		$2.36M Buy
+36,777
New +$2.28M 0.26% 76
2019
Q1 		– Sell
-26,089
Closed -$1.49M – 457
2018
Q4 		$1.49M Buy
26,089
+372
+1% +$23K 0.3% 83
2018
Q3 		$1.75M Sell
25,717
-1,764
-6% -$122K 0.33% 66
2018
Q2 		$1.9M Buy
27,481
+3,938
+17% +$265K 0.26% 75
2018
Q1 		$1.37M Buy
23,543
+2,667
+13% +$179K 0.19% 114
2017
Q4 		$1.49M Sell
20,876
-2,035
-9% -$139K 0.23% 98
2017
Q3 		$1.63M Buy
22,911
+1,976
+9% +$136K 0.25% 82
2017
Q2 		$1.49M Buy
20,935
+1,194
+6% +$87.7K 0.24% 91
2017
Q1 		$1.52M Buy
19,741
+2,536
+15% +$197K 0.27% 72
2016
Q4 		$1.3M Buy
+17,205
New +$1.2M 0.26% 72
2016
Q2 		– Sell
-3,817
Closed -$263K – 380
2016
Q1 		$263K Buy
3,817
+499
+15% +$32.6K 0.06% 240
2015
Q4 		$225K Sell
3,318
-22
-0.7% -$1.43K 0.05% 245
2015
Q3 		$201K Sell
3,340
-95
-3% -$6.49K 0.05% 260
2015
Q2 		$252K Sell
3,435
-1,798
-34% -$144K 0.06% 235
2015
Q1 		$401K Buy
5,233
+287
+6% +$22.9K 0.09% 165
2014
Q4 		$409K Buy
4,946
+1,058
+27% +$86.4K 0.1% 158
2014
Q3 		$327K Buy
3,888
+1,164
+43% +$96.8K 0.09% 187
2014
Q2 		$229K Sell
2,724
-1,963
-42% -$154K 0.06% 235
2014
Q1 		$327K Buy
+4,687
New +$312K 0.1% 154
2013
Q4 		– Sell
-5,731
Closed -$330K – 296
2013
Q3 		$330K Buy
5,731
+1,398
+32% +$76.8K 0.13% 143
2013
Q2 		$241K Buy
+4,333
New +$227K 0.11% 184

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Prospera Financial Services's MMP Position: Q3 2023 in Review

Prospera Financial Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 23,649 shares — an estimated $1.47M sold.

Prospera Financial Services first reported a position in MMP in Q2 2013 and held it in 37 quarters. The position peaked at $2.36M in Q2 2019. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Prospera Financial Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Prospera Financial Services sold 23,649 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.47M.
  • Prospera Financial Services first reported a position in Magellan Midstream Partners, L.P. in Q2 2013 and held it in 37 quarters.
  • Prospera Financial Services's Magellan Midstream Partners, L.P. position peaked at $2.36M in Q2 2019.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.